Skip to main content
Featured group

* Salesforce Essentials *

Welcome! This group is dedicated to your success with Salesforce Essentials. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences. --------------------------------------- This group is maintained and moderated by Salesforce employees. The content received in this group falls under the official Forward-Looking Statement: http://investor.salesforce.com/about-us/investor/forward-looking-statements/default.aspx

We would like to begin adding the non-romanji, e.g., マホガニー, version of names where they are supplied by our international constituents, in addition to the romanji version of the name, e.g., Mahogany.  Before I add custom fields, I wanted to ask if others have simply created custom fields to hold this data, or if you suggest a different approach.    Thanks!  

 

@* Sales Cloud - Best Practices *  @* Sales Cloud - Getting Started * 

2 answers
  1. Mar 5, 2025, 4:53 PM

    Hi Mohogony,

    If you are implementing the above use case for names only, then I think a custom field is a good and straightforward approach as it is easy to implement, maintain, and query.

0/9000

I have read Options to Serve a Custom Domain, and I need some guidance on determining which option to choose to serve a custom domain so our Experience Site for our surveys can be served from our kfa.org

 domain. 

 

We use WordPress for our website and have 14 CNAME records in our domain config to integrate with Shopify and for sendgrid, digicert, and others. To the best of my knowledge, we are not using a CDN for this domain. 

 

We are on the free non-profit Enterprise Edition USA778 with these licenses:

  • Salesforce Integration 
  • Analytics Cloud Integration User 
  • Salesforce 
  • Chatter Free 
  • Identity 
  • Chatter External 
  • Sales Insights Integration User

I also followed Determine How to Serve Your Custom Domain, and I think it is telling us to set up a temporary non-https domain and serve the domain with your HTTPS certificate on Salesforce servers.  

 

Does that sound right? Do you have any well-designed guides on setting up a temporary non-https domain? Thanks in advance for your insights!

3 answers
  1. Mar 22, 10:32 PM

    Based on your situation, I can provide guidance on setting up a custom domain for your Experience Site. However, I should clarify that the documentation you're referencing ("Options to Serve a Custom Domain" and "Determine How to Serve Your Custom Domain") appears to be Salesforce-specific documentation rather than Copado documentation.

    Your Situation Analysis

    Based on what you've shared:

    14 existing CNAME records for various integrations (Shopify, SendGrid, DigiCert, etc.)

    No CDN currently in use for

    kfa.org

    WordPress hosting your main website

    Enterprise Edition nonprofit org

    Recommended Approach

    Yes, your interpretation sounds correct. For your scenario, serving the domain with your HTTPS certificate on Salesforce servers is likely the best option. Here's why:

    Why This Option Makes Sense for You:

    CNAME Compatibility: Since you already have 14 CNAME records, adding one more for your Experience Site won't conflict with your existing DNS configuration. Each CNAME can point to different services.

    No CDN Required: The Salesforce-hosted certificate option doesn't require you to set up or manage a CDN, which aligns with your current infrastructure.

    Simplicity: This is the most straightforward approach for nonprofit organizations without dedicated DevOps resources.

    High-Level Setup Process:

    Create a subdomain for your surveys (e.g.,

    surveys.kfa.org or community.kfa.org

    )

    Set up the temporary non-HTTPS domain in Salesforce:

    Go to Setup → Digital Experiences → Settings

    Configure your Experience Site with a temporary Salesforce domain first

    This allows you to test functionality before DNS changes

    Request the certificate from Salesforce:

    Navigate to Setup → Digital Experiences → Domains

    Add your custom domain (e.g.,

    surveys.kfa.org

    )

    Salesforce will provide you with DNS verification requirements

    Update DNS records:

    Add the CNAME record pointing to Salesforce's servers

    Add any TXT records for domain verification

    These won't conflict with your existing 14 CNAMEs

    Activate HTTPS:

    Once verified, Salesforce will provision an SSL/TLS certificate

    Your site will be accessible via

    https://surveys.kfa.org

    Important Considerations:

    License Check: With your current licenses (Salesforce Integration, Analytics Cloud Integration User, Chatter Free, Identity, Chatter External, Sales Insights Integration User), verify that you have Experience Cloud licenses or Community licenses available. Experience Sites require specific licensing beyond what you've listed.

    Subdomain vs. Root Domain: You'll likely need to use a subdomain (like

    surveys.kfa.org) rather than the root domain (kfa.org

    ) since your WordPress site is already using the root domain.

    Regarding Setup Guides:

    While I don't have access to Copado-specific guides for setting up temporary non-HTTPS domains for Experience Sites (as this is primarily a Salesforce configuration task), Salesforce provides comprehensive documentation:

    Salesforce Help: "Set Up a Custom Domain for Your Experience Cloud Site"

    Salesforce Help: "Add a Custom Domain to Your Experience Cloud Site"

    Trailhead: "Experience Cloud Basics" module

    Next Steps:

    Verify your Experience Cloud licensing with your Salesforce account team

    Choose your subdomain (e.g.,

    surveys.kfa.org

    )

    Follow Salesforce's domain setup wizard in Setup → Digital Experiences → Domains

    Coordinate with your DNS administrator to add the required CNAME and verification records

    Test thoroughly before directing users to the new domain

    The temporary non-HTTPS domain is just an intermediate step during setup—once complete, your users will access your surveys via a fully secure HTTPS URL at your custom domain.

    Would you like more specific guidance on any particular step in this process, or do you have questions about the DNS configuration with your existing CNAME records?

0/9000

When one of our managed third-party apps experienced an unavailable API this weekend, Salesforce sent nearly 2,000 emails each to myself and the other systems admin in the course of a few minutes, all with the same message that the API was temporarily unavailable. It also sent the same number of emails to both of us alerting us that it had sent the email alert: 

 

Mass email request "Mass Email (API)" is complete.

Addressed to: 2

Sent to: 2

How can I limit the number of emails Salesforce sends when an app has an error and when the mass email is sent?

2 answers
  1. Mar 2, 4:23 PM

    In this case, this is the unsupported but managed app MC4SF (Mailchimp for Salesforce). I would like to hang on to it as long as possible because it gives real-time info on contact subscription status that the replacement apps don't provide.   

     

    I suspect I would not be able to modify a flow created as part of a managed package, and so far I have not found anything in the Apex triggers or classes that can be configured. Are there any workarounds, or are my only options to live with the alerts or uninstall it?

0/9000

Hello All.

I'm trying to setup Email and Calendar Accounts for Outlook live, but getting the following error message:

{  "success": false,  "message": "Error encountered during OAuthCallback for datasource: 65006bc911a0c8465d5b5304",  "statusCode": 500}

 

Any suggestions?

Thanks!

5 answers
  1. Jul 27, 2024, 2:37 PM

    It was an issue to incompatibility of EAC with Office 365 hybrid is what Salesforce support told us. Hope they will resolve this soon.

0/9000

Salesforce + AI: Stories from the Trenches with Gaurav Kheterpal - Happening Today 

 

Live session starting at 5:30 PM IST. 

 

@Gaurav Kheterpal

 - CEO at Vanshiv Technologies | Salesforce MVP Hall of Fame | Google Developer Expert - AI | 10x Dreamforce Speaker 

 

@Saurabh Gupta

 - CEO at GPTfy & Ex-Salesforce 

 

We're discussing 15+ years of Salesforce development insights - from mobile development to AI agents, community leadership, and real lessons from building enterprise solutions. 

 

Today | 5:30 PM IST 

 

Comment "Link" below, and I'll share the registration link.  

Salesforce + AI: Stories from the Trenches with Gaurav Kheterpal - Happening Today Live session starting at 5:30 PM IST.

#SalesforceAI #Agentforce

0/9000

  Salesforce + AI: Insights & Actions with Chris Pearson - Happening Today 

 

Live session starting at 9:30 AM PST. 

 

@Chris Pearson

 - Director of Salesforce Development at Jostens & Co-author of UC Berkeley × Keenan Vision research on enterprise AI architecture 

 

@Saurabh Gupta

 - CEO at GPTfy & Ex-Salesforce 

 

We're discussing why AI pilots stall at most enterprises (it's not the technology) - plus real-world Salesforce and JIRA automation examples from Jostens. 

 

Today | 9:30 AM PST 

 

Comment "Link" below, and I'll share the registration link. 

Salesforce + AI: Insights & Actions with Chris Pearson - Happening Today Live session starting at 9:30 AM PST.

 

#Salesforce #SalesforceAI  #Agentforce 

0/9000

Hello,  I don't see the values for the Subject field for a Task, when trying to create a New Task from the Mobile app.  This is the Essentials Edition.   Have added two custom values to the Subject field for the Task in the org.  So, I was expecting to see 6 values available, the 4 out of the box, plus the two custom, but instead the Subject field appears as a free text field. Typing the first characters of the value, doesn't yield anything.  Can anyone think of why is this happening?

 

@* Salesforce Mobile * 

1 answer
0/9000
2 comments
  1. Aug 7, 2025, 11:31 AM

    Tooling API vs Metadata API (Simple Explanation) 

     

    Tooling API 

    • Designed for developer tools (VSCode, Developer Console, etc.)
    • Can access runtime information (e.g., ApexClass, LightningComponentBundle)
    • Faster and easier for use in Apex
    • Commonly used to query: Apex classes, LWC, Triggers, etc.

     

    Metadata API

    • Used for deployment and configuration.
    • Accesses complete metadata (e.g., Object schema, Layouts, Flows)
    • Needs Session ID with OAuth, not always available inside Flows or Agents.
    • Cannot be queried easily using Apex in real-time – usually used via external tools or HTTP callouts.

     

    Why You’re Getting Zero in Flow/Agent 

     

    • When using Metadata API in Apex, it usually requires callouts with valid Session ID.
    • In Flow/Agent, that Session ID is often null or restricted due to platform security.
    • Tooling API inside Apex may not return results when invoked from Flow or Bot Agent due to permission scoping.
    • Anonymous Apex (Dev Console) runs with full user-level permissions, which is why it works there.

     

    Recommended: Use Tooling API with Apex (Simple Count Logic) 

     

    Here’s working Apex code to count: 

     

    • Lightning Web Components
    • Flows
    • Process Builders
    • Custom Objects (Excluding Managed Packages)
     public class OrgMetadataCounter {    public class MetadataCountResult {        public Integer lwcCount;        public Integer flowCount;        public Integer pbCount;        public Integer customObjectCount;    }    public static MetadataCountResult getComponentCounts() {        MetadataCountResult result = new MetadataCountResult();        // LWC Count (Tooling API)        result.lwcCount = [SELECT COUNT() FROM LightningComponentBundle WHERE NamespacePrefix = null AND DeveloperName != null];        // Flow Count (Metadata API via Tooling)        result.flowCount = [SELECT COUNT() FROM FlowDefinitionView WHERE ProcessType = 'Flow'];        // Process Builder Count        result.pbCount = [SELECT COUNT() FROM FlowDefinitionView WHERE ProcessType = 'Workflow'];        // Custom Object Count (Standard + Custom, Excluding Managed Packages)        result.customObjectCount = [SELECT COUNT() FROM CustomObject WHERE NamespacePrefix = null];        return result;    }}
0/9000

I'd like to remove "Type" from the selected field list in the campaign member related list on campaigns. Trying to do so pops an alert: 

Error: Type can't be removed and must be the first field in the related list. To remove, set another field as the Name field and the first field in the related list.

Could you point me to further information on this? How do I set a field as a name field, and what should I be aware of in doing so?

 

Thanks in advance!

 

Remov type from field list on campaign member as related list

 

#Related List #Campaign Members List

5 answers
0/9000

I used to be able to update it myself but now I can't recall how. Nothing crazr, just basic user guidance if someone can.

1 answer
  1. Eric Burté (DEVOTEAM) Forum Ambassador
    Jun 30, 2025, 11:26 PM

    Hello @Jessica Shine

    • For global value sets, please click setup > Picklist Value Sets > seelct the value set > click and edit
    •  For values list on a picklist, click setup > object manager > select the object > fields & relationships > select the picklist field > edit, change and save.

    Eric

0/9000